St. Clair Advisors’s Accenture ACN Stock Holding History

St. Clair Advisors’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397K	Buy	3,190 +1,000	+46%	+$174K	0.1%	69
2026 Q1	$434K	Buy	2,190 +5	+0.2%	+$1.17K	0.12%	70
2025 Q4	$586K	Buy	2,185 +50	+2%	+$12.7K	0.15%	61
2025 Q3	$526K	Sell	2,135 -175	-8%	-$45.6K	0.14%	61
2025 Q2	$690K	Buy	2,310 +350	+18%	+$107K	0.18%	55
2025 Q1	$612K	Buy	1,960 +10	+0.5%	+$3.53K	0.17%	56
2024 Q4	$686K	Hold	1,950	–	–	0.2%	53
2024 Q3	$689K	Hold	1,950	–	–	0.2%	55
2024 Q2	$592K	Hold	1,950	–	–	0.19%	56
2024 Q1	$676K	Hold	1,950	–	–	0.22%	54
2023 Q4	$684K	Hold	1,950	–	–	0.24%	55
2023 Q3	$599K	Hold	1,950	–	–	0.24%	55
2023 Q2	$602K	Hold	1,950	–	–	0.23%	55
2023 Q1	$557K	Buy	+1,950	New	+$532K	0.24%	54

Other funds holding ACN

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

St. Clair Advisors's ACN Position: Q2 2026 in Review

St. Clair Advisors increased its Accenture (ACN) stake by 46% in Q2 2026, buying an estimated $174K and bringing the position to 3,190 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #69.

St. Clair Advisors first reported a position in ACN in Q1 2023 and has held it in 14 quarters since. The position peaked at $690K in Q2 2025. 438 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

St. Clair Advisors held 3,190 shares of Accenture worth $397K as of Q2 2026.
St. Clair Advisors bought 1,000 Accenture shares in Q2 2026, an estimated $174K.
Accenture made up 0.1% of St. Clair Advisors's portfolio in Q2 2026, its #69 holding.
St. Clair Advisors first reported a position in Accenture in Q1 2023 and has held it in 14 quarters since.
St. Clair Advisors's Accenture position peaked at $690K in Q2 2025.
438 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.